See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,445 | $108,919-56.4% | $100,391-52.7% | $145,922-67.5% |
| Participation rate | 95.8% | 82.9%+12.9pp | 81.5%+14.4pp | 80.3%+15.6pp |
| Annual return | 18.33% | 57.88%-39.6pp | 49.20%-30.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $629 | $4,419-85.8% | $3,942-84.0% | $4,660-86.5% |
| Participant deferral / active EE | $4,063 | $8,445-51.9% | $8,082-49.7% | $6,688-39.3% |
| Admin fee / account holder | $841 | $9,689-91.3% | $7,899-89.3% | $13,397-93.7% |